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Certification in Online Wealth Management
5,900
(inclusive of taxes) 568 students enrolled
- Listed In
- Financial Planning
- Language
- English
- Difficulty
- Intermediate
- Validity
- 3 Years
- Program
- Self-Paced Recorded
- Instructor
- Kredent Academy
Course Highlights
- 147 videos
- 16+ Hours of Content
- 20+ Supplementary Study Materials
- Full-Length Test
Introduction
Certification in Online Wealth Management course is jointly certified by NSE Academy & Elearnmarkets (NSE Academy is a subsidiary of National Stock Exchange of India).
The Financial system acts as a reflection of an economy. The increasing integration with the global markets has lead to a swift rising of the financial sector in India. Wealth Management has developed into one of the most respected and highly compensated occupation in the financial services industry. Globally, the financial advisers have emerged as the most recent class of experts who either as entrepreneurs or as working professionals in banks or other investment advisory firms create financial plans for their clients and also help them to accomplish their financial goals.
This perfectly designed comprehensive course will aid you in understanding your financial goals and also enable you to increase, maintain and conserve your wealth.
Objective
This programme will help the learners:
- To attain the skills, knowledge, mindset and the morals necessary to perform ethically and responsibly in the highly regulated financial services industry
- To be able to respond to the challenges brought about by the altering nature of the Financial Services Sector.
- To learn about the essential terms, concepts, theories and principles of Wealth management
- To apply theoretical knowledge and skills in practical situations, both for themselves as well as for their clients
Benefits
Students enrolling for Certification in Online Wealth Management course will be given a “Certificate of Participation” from NSE Academy,facilitated by Kredent Academy.
The students can take the help of an email query support, Question and Answer Community Platform for any kind of doubt clearance related to content while pursuing the course.
They will also learn how to do financial planning calculations in MS-Excel. In addition, they will be given exposure to certain mutual funds websites, insurance websites and other economic websites and they will also learn how to extract and use data in a selective manner for creating wealth.
Topics Covered
- Introduction to Financial Planning
- Wealth Management and Economy
- Investment and Risk Management-Equity
- Investment and Risk Management-Debt
- Investing in Gold & Real Estate
- Investment Products and Services
- Investment Evaluation Framework
- Risk Profiling and Asset Allocation
- Risk Management through Insurance
- Elements of Taxation
- Taxation of Investment products
- Estate Planning
Intended Participants
- Students having less or no knowledge of Finance
- All employees belonging to Asset Management Companies
- All team members working in Financial Product Distribution Companies
- All software professionals and engineering professionals wanting to develop knowledge on wealth management
- All undergraduates and graduates wishing to expand their knowledge base
- Relationship managers working in sales or back office of any bank or Equity Broking Houses
- Any one who wants to manage their own money
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Under this course “Certification in Online Wealth Management”, the participant will be required to appear for the online examination hosted on the website of Elearnmarkets.com. Please note that the participant will get the Certificate of Participation of Certification in Online Wealth Management after successfully clearing this examination
Procedure:
- The student has to appear for an examination hosted on the website itself under “Test section >> Certification Test”
- Note: The certification test can be appeared by the candidate only once.
- In case of any further assistance, drop in an email to support@kredentacademy.com or call: 90516222555
Other Details:
- Duration: 1.5 hours.
- Pattern of questions: 50 multiple choice based question of 2 marks each.
- Qualifying marks: 50
Certificate of Participation​:
After successful completion of the online examination, participants can download their certificate from "My Certificates" tab available on Elearnmarkets dashboard within 10 days from the date of Certificate application done.
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What is EMI?
EMI is one of the payment options available on elearnmarkets.com. Its lets you pay for your orders in equated monthly installments.
EMI facility is available with credit cards from all major banks. To avail the facility selects EMI Options when you make the payment and then select the EMI Plan based on the duration.
What is EMI with Interest?
This EMI option is available on credit cards of most leading banks at certain interest cost. To view the available tenure options, interest and monthly installments, select the credit card of your choice in the EMI with Interest list.
Note: When you avail EMI using credit card, you will initially charged the full order value. This will be converted into EMI by the bank in next 3-4 working days.
Disclaimer: Elearnmarkets.com does not charge any processing fees for availing EMI. Elearnmarkets.com is not responsible for interest charged by bank and cannot refund the interest amount in case of Cancellation, Refund or Pre-Closure. Please check with your respective bank for their Policy for Cancellation, Refund or Pre-Closure.
Terms and Conditions of EMI
- Final EMI is calculated on the total value of your order at the time of payment.
- You may check with the respective bank/issuer on how a cancellation, refund or pre-closure could affect the EMI terms, and what interest charges would be levied on you for the same.
- Customers can combine items from multiple courses into a single cart purchase on elearnmarkets.com in and convert the purchase into an EMI.
- The EMI facility is not available on purchases made using Net Banking, Debit Card and UPI.
- The EMI facility being offered by the banks to the customers is governed by the respective terms and conditions of each bank/issuer and the customer is advised to approach the bank/issuer in case of any complaint, dispute or enquiry about an EMI transaction.
- Statutory taxes (GST, Education cess and any other taxes) will be levied by the banks on the charges levied by them for the EMI facility as mandated by applicable laws and regulations.
- Kredent Infoedge Private Limited reserves the right to stop facilitating this service on elearnmarkets.com without any prior notice.
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